Robert
Nimocks

First Citizens Investor Services, Inc

CRD#6125615
Investment Advisor
in Charlotte, NC
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About this Advisor

Robert Nimocks is a certified financial planner working in Charlotte, North Carolina, who has been in the financial industry for 14 years. Nimocks is currently employed by First Citizens Investor Services, Inc. The advisor has gained experience at Equifirst Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Us Trust, Bank Of America, First Citizens Bank and First Citizens Investor Services. Nimocks holds a Series 63 license, designating them as a securities agent, and is able to operate in North Carolina. First Citizens Investor Services, Inc is a registered investment company that has its headquarters in Charlotte, North Carolina. The firm has offices in 72 locations and a total of 153 people on staff. It handles $733 million in assets under management among its 2,713 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 2,713 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by First Citizens Investor Services, Inc likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

128 South Tryon Street
Charlotte, NC 28202

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$732,470,411

NC Average: $3,625,019,099
Total Number of Employees

153

NC Average: 22
Total Number of Accounts

2,713

NC Average: 1,917
Average Account Size

$269,985

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Nimocks Work History

Robert has 14 years of experience.

2016 - Present (3 years)

First Citizens Bank

2016 - Present (3 years)

First Citizens Investor Services

2012 - 2016 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2012 (1 years)

Bank Of America Us Trust

2009 - 2011 (2 years)

Bank Of America

2004 - 2009 (5 years)

Equifirst Corporation

Disclosures

Robert Nimocks has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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